Gifts by Will or Trust, Retirement Plans, Charitable Trusts, or Life Insurance

You can leave a legacy for the Jewish Theological Seminary by making a gift through your estate plans

• A gift by will or trust is a meaningful way for you to continue your support of JTS and make a valuable statement about the importance you place in the work of JTS.

• A tax efficient and simple way for you to continue your support and leave a legacy for JTS is by naming JTS as a beneficiary of your retirement plan. Simply obtain a change of beneficiary form from your plan administrator and designate JTS as a 100% or partial beneficiary.

• If a charitable lead or charitable remainder trust is being planned as part of your financial outlook JTS welcomes the opportunity to be named as a beneficiary of your trust.

• Your paid-up or other existing life insurance policy is a good asset to use for your legacy gift to JTS.

You should always consult with your professional advisers when considering any charitable planning, but the Development Staff at JTS is prepared to assist you with recommendations based on your goals and objectives. A conversation is important to assure that your wishes can be fulfilled if you plan to designate your gift for specific programs that you may wish to support.